See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,181 | $95,266+76.5% | $82,389+104.1% | $142,382+18.1% |
| Participation rate | 65.0% | 74.5%-9.5pp | 69.5%-4.5pp | 80.1%-15.1pp |
| Annual return | 17.80% | 25.74%-7.9pp | 28.67%-10.9pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,754 | $2,991+25.5% | $2,517+49.2% | $4,299-12.7% |
| Participant deferral / active EE | $5,104 | $4,809+6.1% | $4,155+22.9% | $6,507-21.6% |
| Admin fee / account holder | $227 | $8,563-97.4% | $7,231-96.9% | $12,624-98.2% |